Portfolio Manager Jobs in Carmel, IN
A Portfolio Manager in the finance industry is responsible for managing investment portfolios for individuals or institutions. They make decisions about investment mix and policy, matching investments to objectives, asset allocation, and balancing risk against performance. Portfolio Managers also conduct research and analysis, select appropriate investments and manage day-to-day portfolio operations. This role requires a thorough understanding of financial markets, strong analytical skills, and the ability to make informed investment decisions.
Key skills for a Portfolio Manager include advanced mathematical abilities, strategic planning, financial acumen, and excellent communication skills. They should possess relevant certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Chartered Investment Counselor (CIC). Before becoming a Portfolio Manager, a professional might work as a Financial Analyst, Investment Analyst, or a Trader to gain the necessary experience and expertise in the field.
Manager, Portfolio Practice Management & Capacity
- Indianapolis, IN (14 miles from Carmel, IN)
- 5 hours ago
- Indianapolis, IN (14 miles from Carmel, IN)
- 5 hours ago
Managers, and IT Directors to drive initiatives through process and extend leadership including driving decisions. + Identify and resolve capacity concerns that may lead to project portfolio delivery...
- Fishers, IN (17 miles from Carmel, IN)
- 8 hours ago
- Fishers, IN (17 miles from Carmel, IN)
- 8 hours ago
This position provides guidance to less experienced Portfolio Managers....
Commercial Portfolio Manager Senior - Equipment Finance
- Indianapolis, IN (14 miles from Carmel, IN)
- 2 days ago
- Indianapolis, IN (14 miles from Carmel, IN)
- 2 days ago
Description Commercial Portfolio Managers work with Relationship Managers to service a portfolio of lending relationships by evaluating business risks and providing credit recommendations....
Remote Work- Fishers, IN (17 miles from Carmel, IN)
- 4 days ago
- Fishers, IN (17 miles from Carmel, IN)
- 4 days ago
: []About the Position:As a SBA Portfolio Manager I your general duties will revolve around servicing existing loans, conducting/underwriting annual reviews, and responding to servicing action requests...
- Indianapolis, IN (14 miles from Carmel, IN)
- 5 days ago
- Indianapolis, IN (14 miles from Carmel, IN)
- 5 days ago
Salesforce is seeking an experienced IT Portfolio Manager to support our strategic portfolio team through management of our product teams and their large scale/groundbreaking IT programs....
Commercial Portfolio Manager-Healthcare
- Indianapolis, IN (14 miles from Carmel, IN)
- 7 days ago
- Indianapolis, IN (14 miles from Carmel, IN)
- 7 days ago
Comercial Portfolio Manager-Healthcare** **Denver, CO or Chicago, IL** The Senior Commercial Portfolio Manager manages the credit risk at with the UMB specialized verticals....
Job Description In Strategy & Consulting we work with C-suite executives, leaders and boards of the world's leading organizations, helping them reinvent every part of their enterprise to drive...
Job Description At Strategy & Consulting, we work closely with C-suite executives and industry leaders to drive transformation across all areas of their businesses. Our mission is to help...
- Fishers, IN (17 miles from Carmel, IN)
- 27 days ago
- Fishers, IN (17 miles from Carmel, IN)
- 27 days ago
Job Description The Commercial Portfolio Manager I is responsible for the ongoing monitoring process for the Bank's commercial loans to ensure timely and accurate risk ratings and compliance with credit...
Team Lead, Credit & Portfolio Management (Emerging Middle Market)
- Indianapolis, IN (14 miles from Carmel, IN)
- 27 days ago
- Indianapolis, IN (14 miles from Carmel, IN)
- 27 days ago
Application Deadline: 05/29/2025 Address: 50 S 6th Street Job Family Group: Commercial Sales & Service BMO is the 8th largest bank in North America and the 4th largest commercial lender with...
Investment Manager/Portfolio Research Specialist - Defined Contribution Plans
- Indianapolis, IN (14 miles from Carmel, IN)
- 30+ days ago
- Indianapolis, IN (14 miles from Carmel, IN)
- 30+ days ago
Preferred experience/skills: Investment due diligence Attribution analysis and writing client-facing fund commentary Leadership & training of co-workers Experience with mutual funds, CIT's or other...
Apply Job Type Full-time Description The Asset Manager will assist a team in managing the portfolio of multifamily properties syndicated through the Low-Income Housing Tax Credit "LIHTC" program....
Asset Manager/Device Support Engineer 25/26 SY
- Indianapolis, IN (14 miles from Carmel, IN)
- 30+ days ago
- Indianapolis, IN (14 miles from Carmel, IN)
- 30+ days ago
WELCOME TO INDIANAPOLIS PUBLIC SCHOOLS! At IPS, we believe in the transformative power of education. We work collectively every day to prepare our students for success in the classroom and in life...
Demographic Data for Carmel, IN
Moving to Carmel, IN? Find some basic demographic data about Carmel, IN below.
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Title Synonyms
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Salary for Portfolio Manager Jobs in Carmel, IN
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Carmel, IN offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Portfolio Manager position
- Loss Control
- Asset Allocation
- Treasury
- Financial Modeling
- Financial Statements
- Comprehensive Capital Analysis and Review
- Treasury Management
- Derivatives
- BSA
- Commercial Lending
- Wealth Management
- Cash Flow Analysis
- Credit Underwriting
- Balance Sheets
- Capital Markets
- Fixed Income
- Valuation
- Credit Analysis
- Commercial Real Estate
- Anti-Money Laundering
- Investment Management
- Lending
- Financial Analysis
- Financial Services
- Mortgage Processing
- Client Relationships
- Underwriting
- Portfolio Management
- Risk Analysis
- Due Diligence
- Asset Management
- Modeling
- Finance
- Real Estate
- Accounting
- Reimbursement
- Risk Management
- Strategy Development
- Analytical Skills
- Implementation
- Decision Making
- Written Communication
- Auditing
- Presentation
- Negotiation
- Collaboration
- Mentoring
- Documentation
- Reporting
- Bachelor's Degree
- Budgets
- Regulations
- Policy Development
- Sales
- Project Management
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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